SOUTHWIND ASSOCIATES OF NJ INC.
DBA: VILLAFRANCO WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $299.1M |
| Discretionary | $98.8M33% of AUM |
| Non-Discretionary | $200.4M |
| Client Accounts | 122 |
| Avg Account Size | $2.5M |
| Employees | 4 |
| Peak AUM | $373.0MMar 2008 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $299M | +5.5% | +9.0% | +1.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $299.1M |
| Discretionary | $98.8M |
| Employees | 4 |
| Client Accounts | 122 |
| Client Range | 1-10 |
Contact & Location
Phone
2013761507
Filing History
55 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$99M
33.0% of AUM
Non-Discretionary
$200M
67.0% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm